Team profile


Our Mission Statement

At Point Forward Wealth Advisors, we offer personalized financial planning backed by a team of professionals who take a comprehensive approach to addressing and integrating all aspects of your financial life. Our team members share a uniform and client-focused philosophy, so you can expect a consistent, thoughtful and exceptional experience across all members of our team. Above all, we want to develop close long-term relationships with you and your family, so we can point you forward to your goals at every stage of your life.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Investment Management
  • Sustainable and Responsible Investing
  • Charitable Giving

Awards & recognition

  • Point Forward Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024-2026
  • Point Forward Wealth Advisors, Ameriprise Client Experience Award, 2025

Community participation

We are proud to invest our time and resources into local organizations that uplift families and strengthen our community, including: